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Univest Financial Corp

UVSP
Exchange
Nasdaq
Industry
State Commercial Banks
SEC CIK
0000102212

In the last 90 days, Univest Financial Corp insiders filed 0 open-market purchases and 2 sales; 222 institutions reported holding it in 13F filings for Q2 2026, worth $995.9M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Univest Financial Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
138
No complete 13F data for Q4 2020
Shares held
21.0M
No complete 13F data for Q4 2020
Total value
$599.4M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting UVSP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 138 institutions
Q1 2021: 138 institutionsQ2 2021: 138 institutionsQ3 2021: 138 institutionsQ4 2021: 143 institutionsQ1 2022: 148 institutionsQ2 2022: 138 institutionsQ3 2022: 142 institutionsQ4 2022: 137 institutionsQ1 2023: 141 institutionsQ2 2023: 139 institutionsQ3 2023: 135 institutionsQ4 2023: 142 institutionsQ1 2024: 139 institutionsQ2 2024: 140 institutionsQ3 2024: 157 institutionsQ4 2024: 174 institutionsQ1 2025: 179 institutionsQ2 2025: 183 institutionsQ3 2025: 186 institutionsQ4 2025: 198 institutionsQ1 2026: 209 institutionsQ2 2026: 222 institutions
Value heldQ1 2021: $599.4M
Q1 2021: $599.4MQ2 2021: $550.0MQ3 2021: $577.4MQ4 2021: $637.1MQ1 2022: $574.7MQ2 2022: $542.1MQ3 2022: $496.4MQ4 2022: $561.7MQ1 2023: $516.5MQ2 2023: $391.3MQ3 2023: $375.8MQ4 2023: $486.9MQ1 2024: $456.0MQ2 2024: $495.4MQ3 2024: $626.7MQ4 2024: $667.8MQ1 2025: $645.5MQ2 2025: $678.0MQ3 2025: $667.6MQ4 2025: $722.1MQ1 2026: $766.0MQ2 2026: $995.9M
Institutions holding UVSP and their total value by quarter
QuarterHoldersValue
Q2 2026222$995.9M
Q1 2026209$766.0M
Q4 2025198$722.1M
Q3 2025186$667.6M
Q2 2025183$678.0M
Q1 2025179$645.5M
Q4 2024174$667.8M
Q3 2024157$626.7M
Q2 2024140$495.4M
Q1 2024139$456.0M
Q4 2023142$486.9M
Q3 2023135$375.8M
Q2 2023139$391.3M
Q1 2023141$516.5M
Q4 2022137$561.7M
Q3 2022142$496.4M
Q2 2022138$542.1M
Q1 2022148$574.7M
Q4 2021143$637.1M
Q3 2021138$577.4M
Q2 2021138$550.0M
Q1 2021138$599.4M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Univest Financial Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding UVSP in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.2,967,637$84.8M0.00%––
Dimensional Fund Advisors LP2,068,659$59.1M0.02%––
Pzena Investment Management LLC1,922,196$55.0M0.22%––
FMR LLC1,663,945$47.6M0.00%––
Vanguard Group Inc1,470,713$42.0M0.00%––
Renaissance Technologies LLC956,889$27.4M0.03%––
State Street Corp781,503$22.3M0.00%––
Manufacturers Life Insurance Company, The742,972$21.2M0.02%––
Royal Bank of Canada694,131$19.8M0.01%––
Endeavour Capital Advisors Inc675,256$19.3M2.39%––
Univest Financial Corp596,241$17.0M4.80%––
FJ Capital Management LLC545,700$15.6M1.30%––
Geode Capital Management, LLC518,542$14.8M0.00%––
Northern Trust Corp401,634$11.5M0.00%––
Wells Fargo & Company273,292$7.81M0.00%––
Neuberger Berman Group LLC235,272$6.73M0.01%––
Parametric Portfolio Associates LLC221,517$6.33M0.00%––
Nuveen Asset Management, LLC213,040$6.09M0.00%––
Goldman Sachs Group Inc208,842$5.97M0.00%––
Charles Schwab Investment Management Inc198,619$5.68M0.00%––
Bank of America Corp194,156$5.55M0.00%––
Bank of New York Mellon Corp193,802$5.54M0.00%––
Bank of Montreal183,467$5.15M0.00%––
State of Wisconsin Investment Board168,900$4.83M0.01%––
Putnam Investments LLC156,800$4.48M0.01%––
Hotchkis & Wiley Capital Management LLC149,820$4.28M0.01%––
Prospector Partners LLC127,050$3.63M0.47%––
JPMorgan Chase & Co126,509$3.62M0.00%––
Arrowstreet Capital, Limited Partnership118,340$3.38M0.00%––
Bridgeway Capital Management, LLC116,979$3.34M0.06%––
Los Angeles Capital Management LLC80,807$2.31M0.01%––
Ategra Capital Management, LLC75,716$2.16M1.25%––
Monarch Partners Asset Management LLC68,860$1.97M0.30%––
Victory Capital Management Inc67,488$1.93M0.00%––
Banc Funds Co LLC66,952$1.91M0.15%––
Swiss National Bank66,878$1.91M0.00%––
Stifel Financial Corp59,086$1.69M0.00%––
California Public Employees Retirement System58,600$1.68M0.00%––
AQR Capital Management LLC58,555$1.67M0.00%––
Barclays PLC57,616$1.65M0.00%––
Compass Ion Advisors, LLC51,403$1.47M0.60%––
Logan Capital Management Inc50,427$1.44M0.07%––
D. E. Shaw & Co., Inc.50,336$1.44M0.00%––
Rhumbline Advisers48,183$1.38M0.00%––
IVC Wealth Advisors LLC45,542$1.30M1.03%––
LSV Asset Management44,800$1.28M0.00%––
California State Teachers Retirement System43,402$1.24M0.00%––
Ameriprise Financial Inc41,181$1.18M0.00%––
First Manhattan Co40,225$1.15M0.00%––
Invesco Ltd.39,285$1.12M0.00%––
Citadel Advisors LLC38,213$1.09M0.00%––
BLB&B Advisors, LLC37,049$1.06M0.08%––
Martingale Asset Management L P35,638$1.02M0.01%––
Prudential Financial Inc34,131$976.0K0.00%––
UBS Asset Management Americas Inc30,874$882.7K0.00%––
Girard Partners Ltd.30,566$873.0K0.13%––
STRS Ohio29,800$851.0K0.00%––
Keybank National Association27,056$774.0K0.00%––
Grantham, Mayo, Van Otterloo & Co. LLC26,829$767.0K0.00%––
New York State Common Retirement Fund25,969$742.0K0.00%––
Credit Suisse AG25,904$740.0K0.00%––
Pacific Ridge Capital Partners, LLC24,470$700.0K0.13%––
Two Sigma Advisers, LP24,280$694.0K0.00%––
Truist Financial Corp23,410$669.0K0.00%––
Principal Financial Group Inc21,537$616.0K0.00%––
Price T Rowe Associates Inc19,651$562.0K0.00%––
Deutsche Bank AG18,446$527.0K0.00%––
Shell Asset Management Co17,819$509.0K0.01%––
Insight Advisors, LLC18,000$503.0K0.16%––
American International Group, Inc.16,775$480.0K0.00%––
Alliancebernstein L.P.16,532$473.0K0.00%––
State Board of Administration of Florida Retirement System15,808$452.0K0.00%––
Virginia Retirement Systems Et Al15,100$432.0K0.00%––
Susquehanna Fundamental Investments, LLC14,711$421.0K0.01%––
First Hawaiian Bank14,644$419.0K0.02%––
UBS Group AG14,347$410.0K0.00%––
First Trust Advisors LP14,266$408.0K0.00%––
SEI Investments Co15,290$402.0K0.00%––
Voya Investment Management LLC14,067$402.0K0.00%––
IndexIQ Advisors LLC13,902$397.0K0.01%––
Citigroup Inc13,840$395.0K0.00%––
HSBC Holdings PLC13,252$381.0K0.00%––
Rafferty Asset Management, LLC13,261$379.0K0.00%––
BNP Paribas Arbitrage, SA12,756$364.7K0.00%––
MetLife Investment Management12,133$346.9K0.00%––
NBT Bank N A11,812$338.0K0.05%––
Oppenheimer & Co Inc11,318$324.0K0.01%––
Cambridge Investment Research Advisors, Inc.11,010$315.0K0.00%––
Mackay Shields LLC11,000$314.0K0.00%––
Cary Street Partners Asset Management LLC10,833$310.0K0.08%––
Commonwealth Equity Services, LLC10,740$307.0K0.00%––
Thrivent Financial for Lutherans10,666$305.0K0.00%––
Bernardo Wealth Planning LLC10,631$303.0K0.19%––
Public Employees Retirement Association of Colorado9,600$274.0K0.00%––
Morgan Stanley8,963$256.0K0.00%––
Winton Group Ltd8,966$256.0K0.01%––
Arizona State Retirement System8,520$244.0K0.00%––
Algert Global LLC8,190$234.0K0.07%––
Legal & General Group Plc8,048$230.0K0.00%––
Metropolitan Life Insurance Co7,986$228.3K0.00%––